What We Do
Our goal is to deliver customized services that address clients comprehensive financial needs. In order to accomplish this, we integrate a total wealth management approach.
- Wealth Accumulation/ preservation.
- Financial Planning.
- Investment and Portfolio analysis.
- Insurance needs-Life & General
- Real Estate Property Management.
- Loans Solutions
Clients can view the portfolio valuation report online across all asset classes- Real Estate, Fixed Deposits, Life & General Insurance, Bonds, MFs, Stocks.
Clients About Us
I came to know about Aaneev wealth Builders a couple of years ago through one of my relatives and now after a couple of years later I can’t thank enough my relative for helping me to get in touch with them. I have received nothing but top-notch client experience.
I came across Aaneev Wealth through word of mouth publicity on a social media forum. It took me just one confidential chat to realize they should be my personal wealth manager to achieve my goals. The whole process felt like a breeze, to begin with.
I have known Amit since 2002 when he was just out of college and was planning to do MBA. His journey since then has been one of trials and tribulations and the success he has achieved thru sheer grit, hard work, and affable personality.